Gallagher Fiduciary Advisors, LLC

Position in AEP — American Electric Power Co Inc

CIK 1527781 ROLLING MEADOWS, IL

Position in AEP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$278,271

+$11,130 QoQ

Shares Held

2,034

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,429

of 1,978 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Gallagher Fiduciary Advisors, LLC holds $653,713,412 across 8 Utilities - Regulated Electric names. AEP ranks #7 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	38,625,717	$649,684,559
2	XEL	Xcel Energy Inc	17,952	$1,441,545
3	DTE	Dte Energy Co	4,092	$623,498
4	ES	Eversource Energy	8,357	$603,960
5	EIX	Edison International	5,840	$434,788
6	NGG	National Grid PLC	5,095	$422,222
7	AEP	American Electric Power Co Inc This page	2,034	$278,271
8	PEG	Public Service Enterprise Group Inc	2,767	$224,569

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$278,271	2,034	-0.2%	Shares	Sole	2026-08-14
2026-03-31	$267,141	2,038	+0.4%	Shares	Sole	2026-05-15
2025-12-31	$233,963	2,029	+1.6%	Shares	Sole	2026-02-17
2025-09-30	$224,662	1,997	-0.1%	Shares	Sole	2025-11-14
2025-06-30	$207,416	1,999	-81.0%	Shares	Sole	2025-08-14
2025-03-31	$1,150,176	10,526	+1.7%	Shares	Sole	2025-05-15
2024-12-31	$954,857	10,353	+15.1%	Shares	Sole	2025-02-14
2024-09-30	$922,887	8,995	-12.4%	Shares	Sole	2024-11-14
2024-06-30	$901,353	10,273	+3.9%	Shares	Sole	2024-08-14
2024-03-31	$851,701	9,892	+0.3%	Shares	Sole	2024-05-15
2023-12-31	$801,154	9,864	+2.7%	Shares	Defined	2024-02-14
2023-09-30	$722,713	9,608	+3.2%	Shares	Defined	2023-11-14
2023-06-30	$784,154	9,313	-0.2%	Shares	Defined	2023-08-14
2023-03-31	$848,663	9,327	—	Shares	Defined	2023-05-15
No filing history on record for this holder in this stock.